Integrated Wealth Management Services
Our advisors, CPAs, estate attorneys and insurance specialists all work together under one roof to help ensure your retirement goals are achieved.
Unlike most financial firms that focus solely on growing your portfolio, Barber Financial Group provides integrated wealth management services that include maximizing your Social Security, minimizing taxes on all your retirement accounts, proper insurance coverage, and estate planning working hand-in-hand with your investment strategies.
Five Professionals Under One Roof
At Barber Financial Group, our integrated wealth management services work together as a team for you and your retirement.
Along with your team of Financial Advisors, your tour guides on the road to retirement will include our firm’s CPAs, Insurance Professionals, and Estate Attorneys all working together as a unified team to help get you to the ultimate goal – the retirement lifestyle you’ve always wanted.
Who We work With
While other retirement firms work with anyone who walks through their doors, Barber Financial Group focuses on those people who are 10 years from retirement (or already retired) who need a strategy to withdraw income from their retirement accounts in the most tax efficient way possible. Barber Financial Group also works with hard-working individuals who are concerned about their financial future while pursuing their goal of financial freedom.
Barber Financial Group was founded in 1996 by our CEO, Dean Barber. After watching his grandfather worry about running out of money during retirement, Dean focused his attention on creating a wealth management firm where retirees and pre-retirees could receive financial planning that encompassed more than just their investments.
A Team of Fiduciaries
Your interests are ahead of our own
As fiduciaries, our number one responsibility is to put your interests ahead of our own, 24 hours a day, 365 days a year. We’re proud of the work our advisors have poured into themselves and the designations they have received to better serve you.
As seen on
Are you on track?
Talk to a professional!
To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation